Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kanisha? Claim Your ProfileKanisha Brandice Scott is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with a broad range of experience in the industry. Scott has earned both state and federal securities registrations, holds multiple licenses, and holds the Series 66, Series 9, Series 10 and Series 7TO licenses. Scott specializes in portfolio management for businesses and individuals and has over 3 years of experience. Scott is a licensed investment advisor in New Jersey and Pennsylvania.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
09/08/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
BOTH
Issued 02/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/10/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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